Appointment reminders: what you can do today

What 4appointments does and does not do today

When a client books through the public page, the booking stays pending and holds the slot until your team confirms or rejects it. Neither confirming nor rejecting sends the client a message, and the same goes for cancellations and changes made by your team. Some plans include SMS and WhatsApp quotas from 4notify, but the booking flow does not use them. So do not assume the client receives anything automatically: if you want them to remember the appointment, contact them yourself.

• Every booking from the public page stays pending until your team confirms or rejects it.
• Confirming, rejecting, cancelling or changing a booking in the panel sends the client no message.
• The SMS and WhatsApp quotas in your plan belong to 4notify and are not used by bookings.
• Pending requests that nobody resolves are cancelled automatically, without notice, about an hour after the requested time ends.

Give the client the essentials at the moment of booking

The best time to prevent forgetting is the booking itself. Tell the client, in person or on your website, when and how you will be in touch. A few details are worth knowing:

• The link to cancel or reschedule appears on the client's confirmation screen and is not emailed. Suggest that they save it.
• For bookings your team creates, the client never sees that screen: copy the manage link and send it yourself.
• The phone number typed into the public form is not stored, so ask for the client's preferred contact when you confirm the booking.
• Explain that the booking is pending until your team confirms it, so the client knows when to expect an answer.

A simple routine for the day before

A short routine done at the same time every day works better than an occasional effort. Open tomorrow's bookings in the panel, or export the list to PDF and print it. Contact each client on the channel they gave you, such as a phone call, a personal message or an email from your own account, and repeat the service, date, time and place so they do not have to look for them. Ask for a short reply confirming attendance, and if someone cancels, cancel the booking in the panel so the slot becomes free again. Each provider also has an ICS calendar link that you can subscribe to on your phone; it reminds the team, not the client. Keep messages to the appointment itself, and check what Canada's anti-spam law (CASL) and privacy rules require before you use your client list for anything else, such as offers. General information, not legal advice.

Common questions